Sunpointe’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.47M Buy
7,299
+2,225
+44% +$1.62M 1.55% 13
2026
Q1
$3.31M Buy
5,074
+4,642
+1,075% +$3.17M 1.09% 24
2025
Q4
$296K Hold
432
0.1% 186
2025
Q3
$289K Sell
432
-8
-2% -$5.15K 0.1% 185
2025
Q2
$273K Buy
+440
New +$253K 0.11% 178

Other funds holding IVV

Sunpointe's IVV Position: Q2 2026 in Review

Sunpointe increased its iShares Core S&P 500 ETF (IVV) stake by 44% in Q2 2026, buying an estimated $1.62M and bringing the position to 7,299 shares worth $5.47M. The position accounts for 1.55% of the portfolio, ranked #13.

Sunpointe first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Sunpointe held 7,299 shares of iShares Core S&P 500 ETF worth $5.47M as of Q2 2026.
  • Sunpointe bought 2,225 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.62M.
  • iShares Core S&P 500 ETF made up 1.55% of Sunpointe's portfolio in Q2 2026, its #13 holding.
  • Sunpointe first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.